Sam Altman once said that 25% of YC startups have billion-dollar potential, but only a few get there. During YC, founders stay focused on three things: building a product users love, tracking fast growth, and hitting milestones by Demo Day.
After YC, though, founders get distracted by "fake work"—strategizing, optimizing processes, doing endless research, attending conferences, managing social media. Important? Maybe. But treating everything as critical means nothing truly is. This loss of focus drains their YC momentum, and their companies stall.
The solution? Stay locked on two goals: making something users love *and* hitting growth targets. Ignore the “fake work” that saps energy.
We're proud to have visionary teams like Hivello, led by @DomCarosa, on board with us!
Building on a legacy that goes back to NASA's pioneering work, they're pushing the boundaries of decentralization and innovation. Excited to support their journey. Let's go @HivelloOfficial!
Peter Thiel once joked that a chapter on Elon Musk in a book about PayPal could be titled “The Man Who Knew Nothing About Risk.” Musk’s ventures were so bold, they seemed reckless. When he launched both #Tesla and #SpaceX at the same time, everyone—even Thiel—thought he’d lost his mind. One success might have been luck, but for both to succeed forced a new definition of real risk.
This idea mirrors a recent insight from angel #investor Jason Calacanis: “Most of my ventures failed, but one in four succeeded… meaning I wasn’t taking enough risk [for the kind of returns that change the game]. If I had, nine out of ten should have failed.”
The lesson? Real #success doesn’t come from playing it safe. It comes from daring to take risks so big, they feel borderline absurd. If the stakes don’t scare you, maybe the real potential isn’t there.
When founders bring on a CTO and a Head of Sales, many assume they’ll directly support these roles or step aside entirely. But this misses the real point: why would skilled professionals choose to join a #startup rather than succeed on their own?
A #founder’s main role isn’t taking on specific tasks—it’s amplifying the team’s potential. High-caliber hires should be able to achieve more with a founder than without one. This “multiplier effect” becomes the startup’s unique advantage, attracting top talent and enabling results beyond what individual efforts alone could accomplish.
The real challenge is this: bring unique value that lets skilled people achieve more with you than without. That’s how a founder builds lasting impact.
#ProfessionalGrowth can limit you.
Your potential isn’t about what skills you have but how you apply them. #BernardArnault didn’t become one of the wealthiest people by making clothes or crafting jewelry. His success came from understanding how to position and sell luxury items at high prices, from clothing to champagne.
The real question is how you’re using your current skills, and whether that same method could be applied to more lucrative or scalable areas.
This way of thinking becomes a kind of "super skill"—not because it's extraordinary, but because it sits above the traditional expertise. It's what lets you break out of the constraints of a profession and generate far greater returns than technical abilities alone can offer.
#Delegation isn't about having things done your way. The whole point is to let someone handle it differently. Expecting them to guess how you'd do it wastes time and energy. If you want something done in a specific way, give clear instructions—otherwise, it's just assigning tasks, not delegating.
True delegation requires letting go of control over the process. If you believe your way is the only right way, delegation isn’t for you. It's about managing outcomes, not micromanaging every step. Accept that the person may take a different approach, and that's fine as long as the result meets your goals.
The goal of running a #business is to eventually step away from it. If you’re still involved in every detail, you’re not truly delegating. Over time, others should take over, make decisions, and adapt the business to changing circumstances in ways that may differ from how you’d do it. If they’re still following your methods by habit, even when the world changes, the business could stagnate or fail.
In the end, delegation is about trusting others to find their way to the same or better results, not enforcing your approach.
One of the biggest mistakes I see? #Startups trying to be everything for everyone from day one. It never works. The most successful ones focus on dominating a small niche first, then expand.
Build a tight-knit user base or focus on a hyper-specific product. Once you have a foothold, scaling becomes much easier.
🔍 Focus first: It’s not about conquering everything at once—it’s about laying a strong foundation, then growing from there.
Too many #startups fall into the trap of obsessing over competition. Trying to outdo others in a crowded space? You’re only killing your margins and limiting #growth. What really matters is creating something unique that lets you dominate.
In the projects I’ve been part of, the companies that thrived didn’t just compete—they owned their markets by offering something so distinct that no one else could touch them.
Great #startups are built on untapped insights—those things nobody else sees. When I look at the most successful projects I’ve been involved with, they all started by solving problems everyone else ignored.
The key is finding that secret edge. Instead of following trends, ask yourself: What do I know that others haven’t realized yet? That’s where true innovation comes from.
Every #founder is optimistic—that’s easy. But optimism without a clear plan is just wishful thinking. The founders I’ve seen succeed aren’t just hopeful; they have a vision backed by a solid strategy. They know where they’re going and exactly how to get there.
❌ Don’t wing it: If you don’t have a concrete #roadmap, you’re relying on luck. Don’t just hope it’ll work out—make it happen with a plan.
Chasing perfection is the quickest way to kill your #startup. Too many #founders get stuck endlessly polishing their product while the real opportunity slips away. The truth? Get it out there, even if it's rough. You can always improve later.
If you wait for everything to be perfect, you'll miss your chance. The key is to launch your #MVP, collect real data, and iterate fast. Early adopters are gold—listen to them, adapt, and keep moving.
The path to success isn't about getting it right on the first try. It's about resilience. Launch, learn, improve. That's how real progress is made.
A #YC alum once tweeted, “A good pitch makes investors feel like they’ve learned something new.” Paul Graham replied, “That’s not why it’s good.”
The reason it’s good? #Founders themselves learned something new and shared it with the investor. When you dig deep, you discover the non-obvious.
#Startups chasing obvious ideas either face brutal competition or fail due to wrong assumptions. The ones that succeed? They focus on the non-obvious.
So, what have you learned in the last 3 months? And what did you change because of it? If you’ve learned and adapted, then you’ve got a chance.
When you screw up in #business, here’s the difference between partners:
A bad partner will hit you with, “I told you this would happen,” just to feel superior. It’s all about proving a point.
A good partner? They’ll remind you of the times you nailed it in the past. They’ll help you pull from your own wins to fix the current problem.
Honestly, it’s less about teaching and more about reminding people of what’s already there. You just need to remember not only your own insights, but also what others have said.
And this isn’t limited to business partners. It works with employees—and even at home.
Brian Armstrong, founder of Coinbase, figured out in college that he could make $60 an hour tutoring. But instead of grinding out lessons, he did what any #startup mind would—he built a platform to connect tutors with students, taking 10% of the fee.
But there was a catch. After the first lesson, tutors started going around the platform to avoid paying the commission. Brian tried to solve this problem for a while, then said “forget it” and joined Airbnb as an early employee.
He almost shut the site down, but with 10,000 users a month, he decided to try something different. He ditched the commission and turned it into a free directory, offering tutors the option to promote their profiles for $10 a month.
Then he left it alone. And guess what? The site started making money on its own, doubling revenue every year. Eventually, Brian sold it for $2 million.
💡 If people are using your product but not paying enough, maybe you're just charging for the wrong thing. Time to rethink your model.
Start with the end in mind
Josh Waitzkin, eight-time U.S. chess champion, learned chess in a way that goes against all the rules—backwards. 😉
Instead of mastering openings like everyone else, he focused on the endgame first. Simple finishes, then more complex ones, working his way back through the game. By the time he learned how to start, he already knew exactly what the end should look like.
Same thing with business. Before you dive in, don’t just think about how much #money it’ll make—think about the #life you want to live when it succeeds. What does your day-to-day look like when it scales?
Build your #business with that vision from day one. If you don’t, you might just end up creating another job for yourself—one you can’t even step away from for five minutes without things falling apart.
Delegating is Hard 😅
The path to self-employment is often paved with the refusal to delegate. Why? Because you’re convinced you’ll do it better than anyone else on your team. And you’re probably right most of the time. So, what’s the solution?
Forget about doing it “better.” 😉 The reality is, it doesn’t need to be perfect—it just needs to be acceptable. Your goal is to define a clear standard for the result, and once it meets that, you’re good. Everything beyond that? Doesn’t matter.
Think about McDonald’s—no one’s expecting fine dining. Sure, the owner could probably whip up a gourmet meal at home, but he doesn’t expect that from his employees. You shouldn’t either. 😉
So, how do you define what an "acceptable result" looks like? It’s about creating a standard that isn’t just based on personal preferences like “I have to like it.” It needs to be objective and measurable. And once you’ve set that, you can create a process to ensure the outcome always hits that mark.
Once you get this down, delegating becomes second nature. You stop being tied to every task, and that’s when you really start to scale. Whether it’s growing your current business or starting something new, you’ll finally have the space to make it happen.
Bottom line? Stop aiming for perfection. In the end, it’s never perfect anyway. You just need it to be good enough to move things forward.
I'm writing a brief note on EigenLayer. This won't be a deep dive or an economic analysis, but rather my personal take on the project, especially since our LPs have acquired a significant amount of EIGEN tokens. We've also analyzed one of the AVSs (currently raising a round) that is responsible for transaction validation.
All AVSs on EigenLayer operate using a #SharedETH model.
Essentially, users deposit #ETH with an operator, and the operator distributes it among the AVSs. Most operators are working with more than five AVSs. This introduces a significant slashing risk.
In my opinion, sooner or later, one of these AVSs will make a mistake, get hacked, or face some other issue, as the risk level is orders of magnitude higher than with native staking. And considering many users are also using liquid ETH the situation gets even messier.
There's a lack of incentive to hold EIGEN tokens. From what I see, a lot of tokens are being dumped on exchanges. Who's buying them back? Perhaps EigenLayer itself.
Apart from the airdropped EIGEN tokens, the AVSs themselves generate minimal profit (practically none), because there aren't any projects that are eager to "host" on EigenLayer. Why? Mainly because there’s no need for it, and every project prefers having its own token issued on an L1 like Ethereum or Solana.
Will this change in the future? I think that's a big "if."
Since there aren't any projects paying AVSs for “hosting” on EigenLayer, AVSs are now planning to issue their own #tokens to raise funds (at insane valuations).
But who needs these useless AVS tokens? That's unclear.
I’m not here to predict the price of EIGEN or the fate of the entire EigenLayer ecosystem. But from what I’ve seen internally, there just aren’t any economic incentives to participate in the network (aside from the airdropped EIGEN). And there are no projects that really need EigenLayer at this point, for all the reasons mentioned above.
That said, #crypto is unpredictable, and the famous VCs backing this project might just help it grow into something significant.
We’ve hit a significant milestone—our channels have now crossed 3 million followers each. It’s been a long process of consistently providing value, and this growth is proof of that.
A big part of this success comes from our recent collaboration with @majoroftelegram, where we’ve been promoting news and education content. If you haven’t checked them out yet, here’s a quick rundown of the channels:
https://t.co/7XMpTJdzz0 – For those looking to stay ahead in global startups and investment trends.
https://t.co/Q1vy4iwM8s – Focused on market analysis, strategies, and the insights traders need.
https://t.co/a3WHLA0jNQ – A resource hub for SaaS app ideas and tools for entrepreneurs.
https://t.co/M2mJjftjnB – Covering cryptocurrency developments and expert analysis.
Our goal has always been to make the #Telegram ecosystem more valuable by giving people access to smarter, more actionable information. There’s more to come. Stay tuned.
3️⃣ 5% are true winners. These projects don’t even need investment because smarter VCs already grabbed them. However, we still have a lot to offer beyond money, with deep crypto marketing expertise and startup experience.
I’ll probably discuss some of the standout projects in future threads!
After analyzing crypto projects and talking with their founders, I’ve come to some conclusions:
1️⃣ 80% are built on the cheap, but the founders try to pass them off as great deals. It’s amusing when a 4+ year-old project has no GitHub code (even though they claim it’s open source), no user base, just promises, yet they still pitch it like it’s a rocket.
2️⃣ 15% are good ideas but often overvalued. For instance, a team with no prior experience in startups or crypto wanted to raise $2M at a $40M cap, based on just a white paper. While the idea was interesting (ETH restaking), the risk was too high.